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At Charles Stanley, our investment services are designed to give you the time to look after the personal and professional relationship with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your client’s investments. With more than 200 years’ proven experience, we have created financial security for many tens of thousands of people, and as at 31 March 2019 manage and administer in excess of £24 billion.

Depending on your requirements, we will work with you to implement an investment solution that is right for your client via our tailored Discretionary Fund Management service, Dynamic Passive model portfolios or Inheritance Tax Portfolio service.

Cazenove Capital is a leading provider of discretionary fund management. We work in partnership with external advisers to develop and implement tailored portfolios for your clients. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.